Description

Introduction:

Business Analysts play a pivotal role in bridging business needs with technical capabilities in omnichannel commerce. Manhattan Active Omni, a unified commerce platform, empowers retailers to deliver seamless customer experiences through real-time order management, inventory visibility, and fulfillment optimization. This hands-on course is designed specifically for Business Analysts to understand the platform’s features, analyze functional requirements, document workflows, interpret system data, and collaborate effectively with cross-functional teams. Through practical labs and guided exercises, participants will gain applied experience in navigating, configuring, and analyzing core functions of Manhattan Active Omni.

Prerequisites:

Participants should have:

• A foundational understanding of retail and omnichannel concepts.

• Experience in business analysis, process mapping, or requirement gathering.

• Basic familiarity with enterprise platforms (e.g., OMS, CRM, ERP).

• (Optional) Knowledge of Agile/Scrum methodologies or business rule modeling.

Table of Contents:

1. Role of the Business Analyst in Unified Commerce Projects

• 1.1 Understanding the BA’s Responsibilities in Active Omni Deployments

• 1.2 Stakeholder Communication and Requirement Gathering

• 1.3 Translating Business Needs into Platform Configurations

2. Introduction to Manhattan Active Omni

• 2.1 Platform Overview and Core Capabilities

• 2.2 Order Management, Inventory, and Customer Engagement Modules

• 2.3 Navigation Tips for the Business Analyst

3. Capturing and Modeling Business Processes

• 3.1 Mapping Current vs Future-State Journeys

• 3.2 Use Case Development and Acceptance Criteria

• 3.3 Leveraging BPMN or Flow Diagrams in Omni Context

4. Exploring Order Lifecycle and Fulfillment

• 4.1 Hands-On: Reviewing and Tracing Order Journeys

• 4.2 Understanding Status Changes and Fulfillment Paths

• 4.3 Identifying Key Metrics and Data Points for Analysis

5. Working with Inventory and Sourcing Logic

• 5.1 Real-Time Inventory Availability Concepts

• 5.2 Hands-On: Simulating Promising and Allocation Scenarios

• 5.3 Analyzing Inventory Data and Source Failures

6. Configuration Without Code

• 6.1 Overview of Business Rules in Active Omni

• 6.2 Hands-On: Editing Simple Rules for Fulfillment and Order Routing

• 6.3 Personalization, Location Settings, and Capacity Rules

7. Reporting, Dashboards, and KPI Tracking

• 7.1 Using Built-in Analytics for BA Insights

• 7.2 Hands-On: Accessing Order, Inventory, and Customer Reports

• 7.3 Working with Exported Data for Business Insights

8. Supporting UAT and Change Requests

• 8.1 Test Case Creation and Data Validation

• 8.2 Hands-On: Executing Scenarios in Sandbox

• 8.3 Documenting Issues and Feedback for Dev Teams

9. Collaboration and Agile Practices

• 9.1 Writing User Stories for Omni Enhancements

• 9.2 Grooming Backlogs and Prioritizing Use Cases

• 9.3 BA Toolkit for Agile Omni Projects (JIRA, Confluence, etc.)

10. Real-World Use Cases and BA Best Practices

• 10.1 Industry Scenarios from Retail, Apparel, and Grocery

• 10.2 Pitfalls to Avoid in BA Role During Implementation

• 10.3 Building Business Value Through Data-Driven Analysis

This course empowers Business Analysts to effectively contribute to Manhattan Active Omni implementations with a hands-on, functional understanding of the platform. By combining business insight with technical familiarity, participants will be able to map processes, configure workflows, validate data, and bridge communication between business and IT teams—making them essential drivers of unified commerce success.